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Export All Letters and Skip Signer Functionalities Missing from new Certifications Process

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  • Daniela Aballay

    Hi,

    I noticed the skipping users is available now, thanks for that.

    However, once the process or certification is run, can we add/modify a signer step? That will be helpful because when we send the letters, we receive requests from user saying they are not longer doing that task and asking if they could be replaced by someone else.

    In the old certification process we were able to edit signers.

    Thanks,

    Daniela

    1
  • Isabel Messore

    Welcome to the Community Diana Moreno,

    You're in luck! The ability to export all letters to a PDF was officially released on Monday as a part of Wave 3. Additionally, the skip signer functionality is planned planned to be released at the end of June. You can find more information here!

    0
  • Permanently deleted user

    Isabel Messore I have been trying to export letters for hours now - and I only have a few as I was just testing it. It is still saying "exporting all certification letters" but I fear it is never going to finish (going on 2-3 hours almost). Is that normal?

    0
  • Daniela Aballay

    Hi everyone,

    Any updated on skipping users?

    I run a process for Q2, and the users are asking for changes in the workflow, and I'm not able to change the signers (we usually have 2 signers - a preparer and an approver). I had to cancel the letter and create a new one, but this is not very convenience.

    Thanks.

    0
  • Isaac Oard

    Hi Daniela Aballay We are now targeting getting this completed at the end of July.

    Thanks,

    Isaac 

    0
  • Isaac Oard

    Hi Daniela Aballay 
    I will get you added to an idea ticket for this. 
    We appreciate your feedback!

    0

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